Nandurkar still believes that a broader economic improvement requires capex revival, which in turn is dependent on a property market recovery which is about 12 months away.
19 Feb 2016, 8.59 am | Source: CNBC-TV18
Brian Jacobsen of Well Fargo Asset Management says that some improvement is needed in fiscal deficit numbers and says it should be close to 2-3 percent instead of 3.7 percent currently.
18 Feb 2016, 9.26 pm | Source: CNBC-TV18
The global economy is not facing the prospects of a recession and the commodity deflation that has troubled it has likely troughed out, says Abby Joseph Cohen, Senior Investment Strategist at Goldman Sachs.
18 Feb 2016, 9.00 pm | Source: CNBC-TV18
The best way for India to counter imported deflation is by ensuring that its rupee is 'fairly valued'. Ahya feels the rupee at the moment is 'over valued'.
17 Feb 2016, 11.49 am | Source: CNBC-TV18
As far as corporate earnings go, India is growing faster on a relative basis, though earnings recovery that the market has been looking for since the last year is yet to come through, says Ridham Desai, head of India equity resear...
17 Feb 2016, 11.38 am | Source: CNBC-TV18
India's domestic economy continues to show signs of strength, but popular indices like Nifty may languish for a while given the large weight of Financials, as we believe the pool of stressed assets is bigger than currently address...
17 Feb 2016, 9.46 am | Source: Moneycontrol.com
Rural recovery needs construction activity uptick and more so property sector revival, which does not appear likely in CY16, says CLSA
17 Feb 2016, 9.02 am | Source: Moneycontrol.com
At least until the next update on China's currency reserves, the Yuan may not be an overhang. We believe the sentiment-driven rebound in PSU Banks and metals is an opportunity to cut positions, says Neelkanth Mishra of Credit Suis...
17 Feb 2016, 8.58 am | Source: CNBC-TV18
Investors would be keenly watching the Fed decision because there are no clear signs of improvement in US economic data US as yet, says Manish Kabra of Bank of America Merrill Lynch.
16 Feb 2016, 8.43 pm | Source: CNBC-TV18
Historically, India has always underperformed once its premium reaches 50 percent. She says even with the 46 percent premium, she estimates implied RoE to be 18.5 percent against the current RoE of just 13.5 percent.
16 Feb 2016, 8.57 am | Source: CNBC-TV18
Daniel Hynes, Senior Commodity Strategist at ANZ Research says the talk might be gaining interest, but data and actions seem to be opposite to what market has been hearing for the moment.
16 Feb 2016, 8.36 am | Source: CNBC-TV18
Robert Parker, Senior Advisor at Credit Suisse is of the belief that the recent volatility and sell offs seen in global market is not a bear market but just an unpleasant correction.
15 Feb 2016, 5.20 pm | Source: CNBC-TV18
Ian Hui of JP Morgan AMC prefers developed markets over emerging markets. While Russia and Turkey look attractive in the emerging markets (EMs) space, India has moved lower in our favored EMs due to policy deadlock,
15 Feb 2016, 1.39 pm | Source: CNBC-TV18
Federal Reserve's next move would be a rate cut going forward, says Sarah Hewin, Senior Economist at Standard Chartered.
12 Feb 2016, 9.24 pm | Source: CNBC-TV18
Hartmut Issel, Head Equity & Credit APAC, Chief Investment Office WM, UBS speaking about the turmoil seen in global markets said he is not sure if the market is reading all the fundamentals rightly.
12 Feb 2016, 11.36 am | Source: CNBC-TV18
global sell-off, falling oil prices, and news about possible cut in production by OPEC. JP Morgan’s economist James Glassman is also surprised at the sell off seen in global markets because according him there is nothing in the...
12 Feb 2016, 8.33 am | Source: CNBC-TV18
Ridham Desai, Morgan Stanley adds 100 basis points each to the consumer discretionary and consumer staples. In sector model portfolio, largest overweights are consumer discretionary & private sector financials and biggest underwei...
11 Feb 2016, 10.03 am | Source: CNBC-TV18
Geoff Dennis of UBS says while the global economy will continue to be weak, it will not lead to recession.
11 Feb 2016, 8.40 am | Source: CNBC-TV18
The fundamentals in India are good, Rakesh Arora, MD and Head of Research at Macquarie Cap Securities says adding that same thought is echoed even by the foreign institutional investors (FIIs).
10 Feb 2016, 10.13 am | Source: CNBC-TV18
The percent of stocks down 30 percent or more off of their 52-week highs now match 2011-2012 levels, suggesting that rolling bear markets beneath the index surface are quite severe, says Tobias M Levkovich of Citi.
10 Feb 2016, 8.56 am | Source: CNBC-TV18
Speaking to CNBC-TV18, Mann says there are no expectations of a rate hike by the Federal Reserve anytime soon. However, he expects expects a rate cut by the Federal Reserve in December 2016.
10 Feb 2016, 8.27 am | Source: CNBC-TV18
Equity markets globally are "repricing risks" and a number of negative policies that authorities worldwide have undertaken mean there could be further downside lurking, says Michael Every of Rabobank.
09 Feb 2016, 11.40 am | Source: CNBC-TV18
Moe maintains overweight on India but change December 2016 Nifty target to 8,600.
09 Feb 2016, 11.05 am | Source: CNBC-TV18
While the EMs have seen slowdown in last three to four years and could be headed towards recession, the developed economies sans Japan are not showing any signs of a recession, says Willem Buitler, Global Chief Economist at Citi.
09 Feb 2016, 8.44 am | Source: CNBC-TV18
High debt levels is the major problem in China, which may create a situation similar to that of 2008, says Jan Lambregts of Rabobank.
03 Feb 2016, 5.45 pm | Source: CNBC-TV18
Nandurkar feels downside risk to earnings is still not over but the low base should help the YoY numbers for the next quarter and FY17. He says overweight on IT, private banks and Reliance Industries.
03 Feb 2016, 9.35 am | Source: CNBC-TV18
The ongoing market volatility does not reflect concerns that the US -- or the global economy -- may sink into a recession going forward, says Geoff Lewis of Manulife Asset Management.
03 Feb 2016, 8.24 am | Source: CNBC-TV18
Dominic Barton, Global MD of McKinsey & Co says that investors are getting distracted by market indicators, whereas the focus needs to be on fundamentals.
02 Feb 2016, 4.33 pm | Source: CNBC-TV18
Laurence Balanco, CLSA feels the Nifty is staging a rebound rally with initial resistance at 7,717 followed by major trend resistance at the 200-DMA and upper boundary of the cited downtrend channel at the 8,156-8,160 area.
02 Feb 2016, 9.44 am | Source: CNBC-TV18
Prabhat Awasthi, head of India equities, Nomura, says Bank of Japan's move to go into negative interest rate zone was more of a rate signal and not a liquidity tool for markets
01 Feb 2016, 3.43 pm | Source: CNBC-TV18